Note: This article is for the newly re-designed module. This updated module is in the process of being rolled out and may only be available to some users.

Overview

The Board Options module displays any residents who have been designated as Board Members for your property. In order for a Board Member to view items with Board viewing permissions, they must be marked as a “Board Member.” This module will also display any library documents, calendar events, or survey questions with board member specific viewing permissions.

Note: Click on the images to enlarge them. 

Table of Contents

• Viewing Board Options
• Board Member Access Settings
• Adding or Removing a Board Member
• Board Topics Bulletin Board Category

Viewing Board Options

To view all Board Options, click on the Manage tab and select Board Options.

You should see a list of all current board members at the top of the screen. Any Management or Security Officer level user can add or remove a Board Member from this list.

“Send a Message” will show any Board-Only Message Links. To view the settings for your current message links, or to add an “Email to Board” link, see Message Links.

You’ll also be able to view any Library Documents, Calendar Entries, or Survey Questions that have been given specific “Board” permissions. Checking your Board Options tab is a great way to confirm that you’ve assigned “Board” permissions to the correct documents.

Board Member Access Settings

Residents marked as “Board Members” will always be able to view Calendar entries, Library documents, or Survey Questions with “Board” permissions. However, you can also set additional global permissions for Board Members in the Board Options Settings section.

To view the settings for your Board,  go to Manage, select Board options, and click the Settings button at the top of the page.

Here, you can decide if Board Members should be able to view the contact information for all residents in your property,  view all maintenance requests for all units in the property, and/or view analytics and graphs. Remember to click Save when you're done.

Adding or Removing a Board Member

To set a resident as a Board Member, search for their unit # or name in the Quick Search field to bring up the Unit Overview page for that unit. (If you have Board Members who do not own/occupy anywhere in the property, please contact BuildingLink Support. We can set up a “Board Unit” for you so that you’ll still be able to use the Board Options module.)

At the top of the Occupant card, click the three dots, then click Edit occupant. Next, select the Login tab and click the checkbox next to Board member status. You can choose the board member's title from the drop-down menu below. Finally, click the Save occupant button in the bottom right corner of the window. You should now see the Board Member’s name under “Board Members” in your Board Options section.

To remove a board member, follow the steps above but uncheck the box next to Board Member Status and click Save occupant.

Board Topics Bulletin Board Category

If your property has the Bulletin Board turned on for residents, you can activate the Board Topics category. The Board Topics category is visible only to the Board and can act as a message room for Board Members. Once it’s activated, Board Members can post discussion topics for other Board Members to view and comment. (These posts do not require approval and cannot be viewed by management unless management logs in as an actual Board Member.)

To activate the Board Topics Bulletin Board category, go to the Resident Site, select Approve Postings, and click the Settings button. Next, choose Category settings, click the Show Inactive checkbox at the top of the screen, then scroll down and click on the Topics > Board Topics category.  On the edit custom category that now appears, set the status to Active, and then click Save.